Wednesday, October 1, 2025
12-2:00 pm | Langley's at Great Neck County Club, Waterford
Plated Lunch Included | Members: Free | Non-Member Fee: $55
Topic: An Overview of the One Big Beautiful Bill Act and Its Impact on Estate Planning
About the Speaker
Holly Swan is the head of Wealth Solutions for the Global Client Strategy team at Allspring Global Investments. In this role, she is responsible for serving as a tax-aware investment expert, creating high-quality differentiated tax-related materials, representing Allspring across various channels and clients, and acting as a specialist for point-of-sale engagement. Holly joined Allspring from Eaton Vance where she served as an executive director. Prior to that, Holly was the National Family Office executive at Bank of America Private Bank and served as a wealth strategist for U.S. Trust where she helped clients optimize estate and income tax outcomes, She began her investment industry career in 2010. Earlier, Holly was a practicing attorney, Holly earned a bachelor's degree in economics from Rollins College and a juris doctor from Boston College Law School.